Summary

Provide superior service to current and future policyholders by effectively marketing products and building strong relationships to meet service and retention goals; Provides general support to JMI field agents to facilitate new business growth.

WHY Jewelers Mutual:

We are a financially secure, exceptionally positioned, and intellectually curious company driven by our core values of Agility, Accountability and Relevancy! We continue to raise the tide of the jewelry industry we’ve served since 1913 through our innovative people, our unyielding customer commitment, and evolution of our products and services to be the most trusted advisor to all we serve.

With a generous benefits package, office locations throughout the United States, and a mantra of “making your mark today”, consider evolving your career and shining bright with Jewelers Mutual Group!

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Provide excellent service to policyholders and become a resource for them for any policy questions and requests
Build and maintain strong relationships with clients and brokers through effective and positive communication
Manage the completion of policy renewals, endorsements and cancellations
Proactively solicit feedback from clients to better understand their needs and to ensure policies and limits of coverage in force are adequate, recommending changes as appropriate
Increase or add additional coverage to policies when appropriate
Maximize opportunities to educate clients and brokers about loss prevention and security strategies, product features and carrier underwriting recommendations
Maintain accurate client data in agency management system and ImageRight system
Identify and recommend process improvement opportunities
Participate in a variety of projects

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Leadership Responsibilities

None.

Qualifications

High school diploma is required, Bachelor’s degree is preferred
Must have previous customer service experience
Prefer 2-4 years of industry experience in insurance or agency relations
An equivalent combination of education and/or experience may be considered
Prefer in progress Certified Insurance Counselor (CIC) designation
Must have excellent customer service skills
Embrace change and excel in an innovative environment
Share knowledge with the team
Must have an interest in continuously learning
Must be able to obtain Property/Casualty Insurance Agent License within 2 months of employment

Certifications, Licenses, Registrations

Must be able to obtain Certified Insurance Service Representative designation

Physical Requirements

Prolonged periods sitting at a desk and working on a computer.
Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

Jewelers Mutual Group jobs

Client Service Representative - Agency